隔夜美股 | 三大指数上涨 现货白银涨超7.7%

Group 1: Market Reactions - The three major U.S. stock indices recorded gains, with the Dow Jones up 0.25%, S&P 500 up 1.07%, and Nasdaq up 1.51% [2] - Notable stock performances included Google rising over 3.7%, Amazon over 2.5%, Apple over 1.5%, and Nvidia over 1% [2] - European indices also saw increases, with Germany's DAX30 up 0.92%, UK's FTSE 100 up 0.59%, and France's CAC40 up 1.39% [2] Group 2: Economic Indicators - U.S. December core PCE inflation rose 0.4% month-over-month, exceeding expectations of 0.3%, with a year-over-year increase of 3.0% compared to 2.8% in November [5] - The U.S. GDP growth for 2025 is projected at 2.2%, with a fourth-quarter annualized growth rate of 1.4%, lower than the previous quarter's 4.4% [6] - The S&P Global Composite PMI for February fell to 52.3, indicating the slowest expansion in 10 months, with GDP annualized growth rate estimated at only 1.5% [7] Group 3: Trade and Tariff Developments - The U.S. Supreme Court ruled that President Trump does not have the authority to impose tariffs under the International Emergency Economic Powers Act, impacting his economic policies [1] - Treasury Secretary Becerra indicated that despite the Supreme Court ruling, tariff revenues for 2026 are expected to remain stable due to alternative legal authorizations [8] - Jefferies analysts noted that the Supreme Court's decision could benefit consumer-driven sectors such as retail, dining, and apparel by reducing policy uncertainty [9] Group 4: Investment Trends - Bank of America reported that the share of global funds flowing into U.S. stocks is at its lowest since 2020, with only $26 out of every $100 going to U.S. equities [10] - There is a declining interest in U.S. stocks attributed to concerns over excessive investments in AI by large tech companies and the weakening dollar due to Trump administration policies [10] Group 5: Company-Specific News - Nvidia is reportedly close to investing $30 billion in OpenAI as part of a financing round, which replaces a previously planned larger investment [11]